Russelectric: How to add / view pricing notes in COMPAS Go?


Pricing Notes are used when special comments need to be posted to the MAP team for pricing approval.  

1. The Editing Status must be in the "ON" position for the quote with line items

          

2. Go to Actions and click on Notes and Documents from the action menu.  

        

3. This will open up the following page. 

        

4. Click on the "Add Notes" button highlighted above. On doing so, the following is available to the user to enter the notes (either internal or external)  for specific notes type (Sales / Config / Pricing / Drawing)

5. Select the Respective note type with internal / external selection for a selected line item as shown below. Enter the required communication to the MAP user.

6. Click on the "Save" button to have the notes applied the quote.



Article ID: 3734
Last updated: 19 Jan, 2022
Revision: 6
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